Configuring ePO Part 2/3

Posted: August, 09 2009

Working with permission sets

Use these tasks to create and maintain permission sets.

Creating permission sets for user accounts

Before you begin
You must be a global administrator to perform this task.

For option definitions, click ? on the page displaying the options.
1 Go to Configuration | Permission Sets, then click New Permission Set.
Figure 1: New Permission Set page
2 Type a name for the permission set and select the users to which the set is assigned.
3 Click Save. The Permission Sets page appears.
4 Select the new permission set from the Permission Sets list. Its details appear to the
right.
5 Click Edit next to any section from which you want to grant permissions.
6 On the Edit Permission Set page that appears, select the appropriate options, then click
Save.
7 Repeat for all desired sections of the permission set.

Duplicating permission sets

Use this task to duplicate a permission set. Only global administrators can duplicate permission
sets.

Task
For option definitions, click ? on the page displaying the options.
1 Go to Configuration | Permission Sets, then select the permission set you want to edit
in the Permission Sets list. Its details appear to the right.
2 Click Duplicate, type a New name in the Action pane, then click OK.
3 Select the new duplicate in the Permission Sets list. Its details appear to the right.
4 Click edit next to any section with which you want to grant permissions.
5 On the Edit Permission Set page that appears, select the appropriate options, then click
Save.
6 Repeat for all sections of the permission set with which you want to grant permissions.

Editing permission sets

Use this task to edit a permission set. Only global administrators can edit permission sets.

Task
For option definitions, click ? on the page displaying the options.
1 Go to Configuration | Permission Sets, then select the permission set you want to edit
in the Permission Sets list. Its details appear to the right.
2 Click Edit next to any section from which you want to grant permissions.
3 On the Edit Permission Set page that appears, select the appropriate options, then click
Save.
4 Repeat for all desired sections of the permission set.

Deleting permission sets

Use this task to delete a permission set. Only global administrators can delete permission sets.

Task
For option definitions, click ? on the page displaying the options.
1 Go to Configuration | Permission Sets, then select the permission set you want to
delete in the Permission Sets list. Its details appear to the right.
2 Click Delete, then click OK in the Action pane. The permission set no longer appears in
the Permission Sets list.

Contacts

Maintain a list of email addresses that ePolicy Orchestrator uses to send email messages to
specified users in response to events. Currently this list is used by automatic responses, queries,
and export functionality.
Working with contacts
Use these tasks to create and maintain email address information of individuals that may receive
email messages from ePolicy Orchestrator.

Task
Creating contacts
Editing contacts
Deleting contacts
Creating contacts
Use this task to add email addresses to Contacts.

Task
For option definitions, click ? on the page displaying the options.
1 Go to Configuration | Contacts, then click New Contact.
Figure 2: New Contact page
2 Type a first name, last name, and email address for the contact.
3 Click Save. The new contact appears on the Contacts page.
Editing contacts
Use this task to edit information in an existing entry on the Contacts page.

Task
For option definitions, click ? on the page displaying the options.
1 Go to Configuration | Contacts, then select a contact.
2 Click Edit. The Edit Contact page appears.
3 Edit the information as desired.
4 Click Save.
Deleting contacts
Use this task to delete entries from the Contacts page.
Task
For option definitions, click ? on the page displaying the options.
1 Go to Configuration | Contacts, then select a contact.
2 Click Delete, then click OK in the Action pane. The contact no longer appears in the list.

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